How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Focus Financial Network

13F Portfolio OverlapQ3 2026Focus Financial Network portfolio →

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Most similar hedge funds by 13F overlap

Focus Financial Network, Inc. is an institutional investor managing $3.3B across 772 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Focus Financial Network are Fedenia Advisers, Williamson Legacy Group, Comprehensive Financial Planning, with shared positions in $SNDK, $SGOL, $TER, $STT, $NVT, $BAH. The full ranking of 25 similar funds is below.

#1Fedenia Advisers LLCActive

Some overlap · 4 shared positions

$SNDK $SGOL $TER $STT

$425M

121 positions

#2Williamson Legacy Group, LLCPassive

Some overlap · 3 shared positions

$SNDK $NVT $TER

$201M

75 positions

#3Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$SNDK $BAH $NVT

$188M

427 positions

#4SEEDS INVESTOR LLCPassive

Some overlap · 4 shared positions

$SNDK $SGOL $TER $STT

$973M

379 positions

#5Zweig-DiMenna Associates LLCPassive

Some overlap · 3 shared positions

$SNDK $DAL $TER

$1.1B

70 positions

#6Sound Capital Solutions LLCPassive

Some overlap · 3 shared positions

$SNDK $TER $NOW

$427M

309 positions

#7American Assets Investment Management, LLCActive

Some overlap · 3 shared positions

$SNDK $STT $WFC

$1.7B

146 positions

#8Laraway Financial Advisors IncPassive

Some overlap · 3 shared positions

$SNDK $XEL $STT

$165M

140 positions

#9POINCIANA ADVISORS GROUP, LLCActive

Slight overlap · 5 shared positions

$SNDK $MMM $DAL $XEL $TER

$135M

113 positions

#10Donoghue Forlines LLCPassive

Slight overlap · 3 shared positions

$SNDK $NVT $STT

$387M

114 positions

#11Consilium Wealth Advisory, LLCActive

Slight overlap · 3 shared positions

$SNDK $NOW $WFC

$338M

101 positions

#12Sprinkle Financial Consultants LLCActive

Slight overlap · 3 shared positions

$SNDK $BAH $WFC

$256M

108 positions

#13Stonebridge Financial Group, LLC / MOPassive

Slight overlap · 4 shared positions

$SNDK $BAH $TER $WFC

$151M

171 positions

#14Silphium Asset Management LtdSmart money

Slight overlap · 4 shared positions

$NVT $SNDK $TER $NOW

$297M

55 positions

#15Great Waters Wealth ManagementSmart money

Slight overlap · 4 shared positions

$MMM $DAL $XEL $TER

$1.1B

131 positions

#16HFG Advisors, Inc.Active

Slight overlap · 3 shared positions

$SNDK $BAH $WFC

$160M

117 positions

#17Newport Trust Company, LLCActive

Slight overlap · 4 shared positions

$MMM $DAL $XEL $STT

$41.5B

63 positions

#18Capital Management Associates, IncActive

Slight overlap · 3 shared positions

$SGOL $MMM $XEL

$499M

160 positions

#19Affiance Financial, LLCSmart money

Slight overlap · 4 shared positions

$MMM $NVT $XEL $NOW

$701M

111 positions

#20Heritage Wealth Architects, Inc.Active

Slight overlap · 3 shared positions

$BAH $MMM $XEL

$246M

68 positions

#21SAGE RHINO CAPITAL LLCPassive

Slight overlap · 3 shared positions

$SNDK $BAH $WFC

$617M

385 positions

#22Turner Financial Group, Inc.Active

Slight overlap · 3 shared positions

$SGOL $NVT $TER

$101M

112 positions

#23Qsemble Capital Management, LPPassive

Slight overlap · 3 shared positions

$NVT $MMM $WFC

$781M

371 positions

#24Luminist Capital LLCActive

Slight overlap · 4 shared positions

$SGOL $TER $STT $MMM

$89M

418 positions

#25LifeGoal Investments, LLCActive

Slight overlap · 3 shared positions

$SNDK $TER $STT

$328M

213 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.